Daily Chemical Reactions

Oil Thoughts Before Our Call/Webcast With Dennis Reilley; Propylene Support; Other Items
April 16, 2020
Commodities Mentioned:
Naphtha, Ethane, Oil, Natural Gas, Polyethylene, Polypropylene, Polyvinyl Chloride, Ethylene, Butadiene
Companies Mentioned:
Dow, LyondellBasell, Westlake, Sasol, Nova Chemicals, Borealis, Celanese, PT Global, CP Chem, ExxonMobil, Sherwin Williams, Akzo Nobel, PPG

Daily Chemical Reaction

Oil Thoughts Before Our Call/Webcast With Dennis Reilley; Propylene Support; Other Items

An important date for your calendar:

Conference Call with Dennis Reilley – April 17th 11.00am EST

Replay of our webcast with Raj Gupta available (contact us for more detail).

Key Points:
  • We provide a few near- and long-term thoughts on the oil situation and its impact on the chemicals sector ahead of our call/webcast with Dennis Reilley.
  • We discuss propylene price support around the globe (some isopropanol incremental demand and lower FCC based production in the US) and comment to a couple of corporate items: Celanese and Nova Chemicals.
  • Other items of note today range from oil-and-gas commentary, to shifts in global chemical values, to thoughts on sector leadership through the crisis.

See Chart of the Day in PDF Below



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